Principal Financial Group Portfolio holdings
Principal Financial Group, founded in 1879 as the Bankers Life Association by Edward Temple and headquartered in Des Moines, Iowa, is a global financial services firm specializing in retirement solutions, insurance, and asset management, overseeing more than $709 billion in assets under management as of late 2024. Serving over 62 million customers across individuals, businesses, and institutions, Principal offers 401(k) plans, group insurance (life, disability, dental), annuities, and investment products through its Principal Global Investors arm, with a strong focus on U.S. and international markets like Asia and Latin America. Known for its stability and customer-centric approach, the publicly traded company (NASDAQ: PFG) under CEO Dan Houston has expanded through acquisitions like Wells Fargo’s retirement business in 2019, emphasizing long-term financial security. With a workforce of over 19,000 and a legacy of resilience, Principal remains a trusted name in retirement and wealth management.
Top Buys
| 1 |
TransDigm Group
TDG
|
+$406M |
| 2 |
Welltower
WELL
|
+$262M |
| 3 |
Camden Property Trust
CPT
|
+$199M |
| 4 |
Autodesk
ADSK
|
+$198M |
| 5 |
CONE
CyrusOne Inc Common Stock
CONE
|
+$193M |
Top Sells
| 1 |
Alibaba
BABA
|
+$419M |
| 2 |
Digital Realty Trust
DLR
|
+$252M |
| 3 |
DRE
Duke Realty Corp.
DRE
|
+$207M |
| 4 |
iShares MBS ETF
MBB
|
+$192M |
| 5 |
Americold
COLD
|
+$173M |
Sector Composition
| 1 | Technology | 19.05% |
| 2 | Real Estate | 15.53% |
| 3 | Financials | 15% |
| 4 | Consumer Discretionary | 11.16% |
| 5 | Healthcare | 9.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
EQC
2076
DELISTED
Equity Commonwealth
EQC
| $313K | ﹤0.01% |
9,727
-3,399
| -26% | -$109K |
|
|
DOOR
2077
DELISTED
MASONITE INTERNATIONAL CORP
DOOR
| $313K | ﹤0.01% |
+4,024
| New | +$313K |
|
2078
Enterprise Financial Services Corp
EFSC
$2.21B
| $308K | ﹤0.01% |
9,910
-804
| -8% | -$25K |
|
|
MDLA
2079
DELISTED
Medallia, Inc.
MDLA
| $308K | ﹤0.01% |
+12,184
| New | +$308K |
|
|
ATRI
2080
DELISTED
Atrion Corp
ATRI
| $307K | ﹤0.01% |
482
-1,569
| -76% | -$999K |
|
|
GRA
2081
DELISTED
W.R. Grace & Co.
GRA
| $305K | ﹤0.01% |
5,999
-1,050
| -15% | -$53.4K |
|
2082
Kforce
KFRC
$566M
| $303K | ﹤0.01% |
10,371
+828
| +9% | +$24.2K |
|
2083
AXIS Capital
AXS
$7.5B
| $300K | ﹤0.01% |
7,398
-1,525
| -17% | -$61.8K |
|
2084
Tenable Holdings
TENB
$3.58B
| $300K | ﹤0.01% |
+10,056
| New | +$300K |
|
2085
Zillow
ZG
$20.3B
| $300K | ﹤0.01% |
+5,211
| New | +$300K |
|
2086
iQIYI
IQ
$2.47B
| $296K | ﹤0.01% |
+12,745
| New | +$296K |
|
2087
SPDR Portfolio Emerging Markets ETF
SPEM
$13.7B
| $296K | ﹤0.01% |
8,856
-3,812
| -30% | -$127K |
|
2088
PagerDuty
PD
$1.49B
| $292K | ﹤0.01% |
+10,189
| New | +$292K |
|
2089
Carlyle Group
CG
$24.2B
| $291K | ﹤0.01% |
+10,416
| New | +$291K |
|
2090
Quince Therapeutics
QNCX
$85.9M
| $291K | ﹤0.01% |
+6,276
| New | +$291K |
|
2091
Sportsman's Warehouse
SPWH
$118M
| $291K | ﹤0.01% |
+20,446
| New | +$291K |
|
|
TCDA
2092
DELISTED
Tricida, Inc. Common Stock
TCDA
| $291K | ﹤0.01% |
+10,597
| New | +$291K |
|
2093
National Healthcare
NHC
$1.8B
| $289K | ﹤0.01% |
4,555
+421
| +10% | +$26.7K |
|
2094
MGE Energy Inc
MGEE
$3.11B
| $288K | ﹤0.01% |
4,463
+925
| +26% | +$59.7K |
|
2095
PROS Holdings
PRO
$722M
| $288K | ﹤0.01% |
+6,484
| New | +$288K |
|
|
SC
2096
DELISTED
SANTANDER CONSUMER USA HOLDINGS INC
SC
| $287K | ﹤0.01% |
15,600
+3,522
| +29% | +$64.8K |
|
2097
Dynavax Technologies
DVAX
$1.1B
| $286K | ﹤0.01% |
32,163
+19,933
| +163% | +$177K |
|
|
KNL
2098
DELISTED
Knoll, Inc.
KNL
| $285K | ﹤0.01% |
23,347
+11,751
| +101% | +$143K |
|
|
PFC
2099
DELISTED
Premier Financial Corp. Common Stock
PFC
| $284K | ﹤0.01% |
+16,071
| New | +$284K |
|
2100
Appian
APPN
$2.28B
| $278K | ﹤0.01% |
+5,425
| New | +$278K |
|